Job Title: Accounting Associate
Department: Accounting
Reports to: VP of Accounting/Treasurer
Job Type: Full-Time    
FLSA status: Non-Exempt

ELCO’s Expectations For All Employees

As an ELCO employee you will be responsible for understanding, practicing, and promoting ELCO’s Purpose Statement.

ELCO will cultivate, nurture, and enhance long standing relationships with insurance professionals and policyholders by being a trusted partner providing tailored solutions to achieve financial goals.

You will demonstrate the ability to provide outstanding customer service to both internal co-workers and external insurance professional and policyholders by modeling the following traits:

• Reliability
• Accountability
• Knowledge of ELCO’s products
• Ability to create and sustain positive connections with clients
• Commitment towards continuous learning to ensure exemplary performance and high-quality work product

You will demonstrate an understanding that all successful organizations need for their employees to share pertinent information in a timely manner to the appropriate parties and constantly demonstrate that understanding.

Position Summary  

The Accounting Associate performs a wide range of clerical, accounting and bookkeeping functions to support ELCO. 

Job Responsibilities

• Performs bank reconciliations & G/L balance verifications
• Assists with building and monitoring of internal accounting controls 
• Vendor management
• Checks, verifies and processes payables and sets up vouchers  
• Processes premium payments, additional deposits, policy loans, NSF and policy reinstatements and other policy accounting related tasks
• Assists our internal staff with:
  • Calculating tax withholdings
  • Reversal/reissuing of payments
  • Accounting corrections  
• Annual and quarterly premium and municipal tax filings
• Investment transaction and reinsurance payment booking and verification
• Tracks and audits petty cash
• Run and verify daily reports
• Provide data when requested for auditing purposes
• Processes other miscellaneous transactions
• Other duties as assigned

Success Factors

• To be highly organized, detail oriented, able to set priorities, manage time effectively and multitask with daily interruptions
• Math aptitude 
• Self-motivated, strong work ethic, positive attitude and ability to take direction
• Good verbal and written communication skills
• Quest for continuous learning, LOMA certifications encouraged
• Customer service skills

Qualifications

• Minimum of a High school diploma, GED or equivalent skills preferred
• Accounting/ bookkeeping experience preferred
• Demonstrated experience in navigating through complex computer systems (internal as well as Microsoft Office) with minimal assistance required
• Must be punctual, highly responsible and customer focused

Physical Demands and Work Environment

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
*Physical demands:  Constant use of both hands, arms reaching handling/ grasping/fingering while keyboarding, using phone, calculator, and other office equipment, writing instructions, filing and performing other administrative duties.  Employee must occasionally lift and/or move up to 15 pounds.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.     
*Work Environment: The noise level in the work environment is usually minimal.

Benefits

• Competitive pay
• Company contributions towards employee and dependent health, dental and life insurance plans
• Paid vacation and sick pay
• 401K Contribution
• Remote work opportunities
• Tuition assistance
• 37-hour work week, off at 1:00 on Fridays

Department: Records Management
Reports to: Records and Facilities Manager
Job Type: Full-Time
FLSA status: Non-Exempt

ELCO’s Expectations For All Employees

As an ELCO employee you will be responsible for understanding, practicing, and promoting ELCO’s Purpose Statement.

ELCO will cultivate, nurture, and enhance long standing relationships with insurance professionals and policyholders by being a trusted partner providing tailored solutions to achieve financial goals.

You will demonstrate the ability to provide outstanding customer service to both internal co-workers and external insurance professional and policyholders by modeling the following traits:

• Reliability
• Accountability
• Attention to Detail
• Ability to create and sustain positive connections with clients
• Commitment towards continuous learning to ensure exemplary performance and high-quality work product

You will demonstrate an understanding that all successful organizations need for their employees to share pertinent information in a timely manner to the appropriate parties and constantly demonstrate that understanding.

Position Summary

We are looking to grow our Records Management team by hiring a mailing specialist who can also assist in overseeing our facility. The candidate that we are looking for must be willing to learn new technologies, be detail oriented and dependable. You will organize paperwork according to an efficient filing system and digitalize all important documents and be responsible for shipping out documents both digitally and by USPS, FedEx and UPS. He/she must be able to be flexible, consistent and reliable in a supportive role while performing tasks that allow staff members to effectively perform their jobs. This position cannot be performed remotely.

Job Responsibilities

• Maintain files and documents in accordance with organizational procedures
• Scan hardcopy files to electronic image ensuring quality and accuracy
• Scan incoming mail and label appropriately to the proper department
• Open, sort and route incoming mail to the proper individuals
• Perform data entry on standard keyboard, as needed
• Participate as a team member in problem resolution and projects supporting continuous process improvement
• Outgoing mail preparation including the use of a postage machine and a folder stuffer machine
• Processes outgoing mail both digitally and by USPS, FedEx and UPS by exacting standards
• Perform quality checks on all documents scanned, detecting errors and if needed making the proper corrections
• Re-assemble documents to original condition, as required
• Participate as a team member in problem resolution and projects supporting continuous process improvement
• Assist in peer development
• Written documentation of procedures, as needed
• Maintain postal machine and account which includes maintenance and the ordering of supplies
• Assist in inventory tracking
• Assist with incoming deliveries
• Facilities duties such as: stocking and taking care of breakrooms, scheduling building inspections and contacting contractors when service is needed, formulating a maintenance calendar and other duties
• Perform inspection of the premises and ensure that any hazardous conditions are immediately reported for follow up
• This position is 100% on-site

Success Factors

• Attention to detail
• Reliable team player
• Ability to respond urgently to requests
• Ability to learn new software, as needed
• Able to work independently with minimal supervision
• Able to perform in a fast-paced environment with an eagerness to learn
• Time management and organizational skills

Qualifications

• High school diploma or equivalent is required
• Good computer skills and experience with a records management system
• Basic understanding of clerical procedures and systems such as scanning and filing
• 1-year related experience, preferred
• Must have basic PC computer skills
• Demonstrated proficiency in reading, writing in English

Physical Demands and Work Environment

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
*Physical demands:  Constant use of both hands, arms reaching handling/ grasping/fingering while keyboarding, using phone, calculator, and other office equipment, writing instructions, filing and performing other administrative duties.  Employee must occasionally lift and/or move up to 15 pounds.  Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.     
*Work Environment: The noise level in the work environment is usually minimal.

Benefits

• Competitive Pay
• Company contributions towards employee and dependent health, dental and life insurance plans
• Paid vacation and sick pay
• 401K Contribution
• Tuition Assistance
• 37-hour work week, off at 1:00 on Fridays